About this Masterclass Session

This Masterclass will focus on the best practices around Leadership, Human Resources and Brand that will enable your family office to be more effective.

Day 1 – Wednesday May 24th – Introductions

Welcome Reception & Cocktails

Group Dinner

Day 2 – Thursday May 25th – Expert Instructors

Best Practices: Establishing the Processes to Embrace Change

Leadership: Choosing Leaders over Managers

Human Resources: Getting the RIGHT People on the Bus

Brand: Understanding and Leveraging Your Brand

Day 3 – Friday May 26th

Interactive Workshop: Putting it All Together

The Mission: Preserving Wealth and Resources Against ALL Risks Across the Generations

Introduction to Technology & The Family Office

Effective Family Office Masterclasses are a blend of social activities and programming which enable attendees to compare notes and learn from one another while being guided by instructors.

Effective Family Office Masterclasses are designed as small group sessions that encourage open discussion and ‘hands-on’ interaction. In addition to founder Angelo J. Robles, guest experts will oversee specialized sessions. Detailed syllabuses and additional information will be released to attendees prior to the Masterclass.

Expert Instructors

Angelo Robles, Best Practices

Angelo Robles, Family Office Association, sets the tone for the Masterclass by establishing the parameters around best practices. He will lead sessions throughout the week that provide context for the in-depth topics and create actionable take-aways from the Masterclass.

Dana Green, Leadership

Dana Green, Sage Strategy, joins us as our guest expert on family office leadership and goals-focused outcomes. His session will establish the qualities of leadership as well as the environment that will enable success.

John Wong, Brand

John Wong, Sage Strategy, is an expert in brand and its impact on Single Family Offices. In his session we will discuss what brand is, how it impacts the family office and why a successful family office can’t ignore it.

Lyn Christensen, HR

Lyn Christensen, Consultant, has helped to organize some of Silicon Valley’s largest and most notable SFOs. Her session helps us understand the importance of having the right people and also provides a rubric for finding, hiring and retaining them.